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Premier Path Wealth Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Premier Path Wealth Partners’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39M Sell
39,644
-6,085
-13% -$370K 0.31% 73
2025
Q4 		$2.61M Sell
45,729
-2,621
-5% -$148K 0.34% 66
2025
Q3 		$2.73M Buy
48,350
+2,266
+5% +$125K 0.35% 62
2025
Q2 		$2.4M Buy
46,084
+1,405
+3% +$69.2K 0.33% 68
2025
Q1 		$2.24M Buy
44,679
+3,636
+9% +$194K 0.35% 67
2024
Q4 		$2.24M Buy
41,043
+1,303
+3% +$73.5K 0.34% 67
2024
Q3 		$2.19M Buy
39,740
+2,055
+5% +$112K 0.34% 68
2024
Q2 		$1.97M Buy
37,685
+2,134
+6% +$116K 0.34% 72
2024
Q1 		$2.02M Buy
35,551
+8,132
+30% +$435K 0.38% 67
2023
Q4 		$1.5M Buy
+27,419
New +$1.34M 0.33% 68

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return